Senior Specialist, Client Service Management

Senior Specialist, Client Service Management

We're seeking a future team member for the role of Senior Specialist, Client Service Management to join our Managed Account Solutions team. This role is located in Berwyn, PA.

In this role, you'll make an impact in the following ways:

• Serves as the technical expert for complex transactions and processes on a daily basis.
• Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures.
• Responds to client questions on BNY product features and provides technical assistance, escalating to senior team members accordingly.
• Liaise with internal counterparts for client account issues on behalf of the asset managers, including client facing teams, operations, and technology teams.
• Interface with external vendors to escalate and resolve issues identified on asset manager businesses.
• Assists in identifying trends in client issues and proposing solutions.
• Provides status updates on problem resolution and outstanding issues to other teams.
• Assists with process improvement by contributing ideas to improve team efficiency.
• Coordinates implementation of resulting process changes for the team.
• Responsible for the quality and completion of own work.
• Prepared to provide and accept direct feedback on own work at all times.
• Helps develop and contributes to the achievement of team objectives.

To be successful in this role, we're seeking the following:

• Bachelor's degree in Business or related field preferred; or relevant experience.
• 2 or more years of related financial services industry experience.
• Strong time management, communication and prioritization skills required.
• Must be exceptionally organized, and able to articulate regular status updates.
• Managed Accounts experience preferred.
• Excel proficiency required.
• Quick learner on new technology and interested in leveraging AI and related tools.
• Willingness and comfortability to speak in group settings.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn.

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Info

• Job Identification 77429
• Job Category Client Service Management
• Locations 801 Cassatt Road, Berwyn, PA, 19312, US
• Job Schedule Full time
• Job Shift Day
• Base Salary Min 59000
• Base Salary Max 112000